Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,876 | $155,555-76.3% | $146,866-74.9% | $155,188-76.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 25.15% | 115.41%-90.3pp | 102.85%-77.7pp | 148.84%-123.7pp |
| Employer contribution / active EE | $24,514 | $4,647+427.6% | $4,425+454.0% | $4,248+477.1% |
| Participant deferral / active EE | $24,514 | $8,044+204.7% | $7,759+215.9% | $6,531+275.3% |
| Admin fee / account holder | $1,454 | $14,755-90.1% | $13,620-89.3% | $14,480-90.0% |